Oliver Lagore Vanvalin Investment Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio IEMG Stock Details IEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$201K	Buy	+3,733	New	+$208K	0.08%	130
2024 Q4	$129K	Sell	2,479 -141	-5%	-$7.81K	0.03%	153
2024 Q3	$150K	Sell	2,620 -2,273	-46%	-$123K	0.04%	141
2024 Q2	$262K	Buy	4,893 +1,851	+61%	+$97.6K	0.08%	102
2024 Q1	$157K	Sell	3,042 -4,006	-57%	-$201K	0.05%	145
2023 Q4	$356K	Sell	7,048 -5,651	-44%	-$274K	0.13%	90
2023 Q3	$604K	Sell	12,699 -17,796	-58%	-$881K	0.24%	71
2023 Q2	$1.5M	Buy	30,495 +22,421	+278%	+$1.1M	0.55%	35
2023 Q1	$394K	Buy	+8,074	New	+$396K	0.17%	65
2022 Q3	–	Sell	-128	Closed	-$6K	–	677
2022 Q2	$6K	Hold	128	–	–	﹤0.01%	389
2022 Q1	$7K	Buy	+128	New	+$7.4K	﹤0.01%	372

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IEMG Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2025: 3,733 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #130 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IEMG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IEMG in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.5M in Q2 2023. 1,904 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3,733 shares of iShares Core MSCI Emerging Markets ETF worth $201K as of Q2 2025.
iShares Core MSCI Emerging Markets ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Core MSCI Emerging Markets ETF made up 0.08% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #130 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Core MSCI Emerging Markets ETF position peaked at $1.5M in Q2 2023.
1,904 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.